1. Community Knowledge Base
  2. Features, Capabilities & Pricing

Platform Tour

It's time to play in the sandbox. Experience what's next in budgeting with confidence in your numbers and peace of mind from broken formulas.

Our Platform Tour walks you through the platform with explainer videos across key areas of our platform such as: 

Dashboards - view your data in various different ways, including Budget to Actual comparisons.

Editing Data - drill down to the detail within each of your accounts and edit at the budget item level.

Creating Budgets - build from scratch, or clone a current budget, and learn how to manage version control.

Formulas - use external drivers to build your revenues and expenses, combine accounts, or calculate expenses as a percentage or revenues.

Payroll - budget payroll for individuals or groups, and calculate exact payroll taxes and benefits.

Change Tracking - see who did what and when, filtering by date, user, and activity type.

User Permissions - restrict user access at the function, department, GL account, and budget level.